Institutional Ownership Ishares Russell Mid Cap ETF (IWR)
This table provides information about the institutional ownership of Ishares Russell Mid Cap ETF (IWR). We have compiled data on the 1,646 institutions that hold shares in the stock, with a total of 391 Million shares, which have been reported (via 13F filing form) to have a value of $37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
400
shares
|
$37,848
0.0% of portfolio
|
Q3 2025
Added 191.97%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2026 Q4 2025 |
399
shares
|
$37,753
0.02% of portfolio
|
Q4 2025
Added 0.25%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
399
shares
|
$37,753
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
390
shares
|
$36,901
0.01% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
380
shares
|
$35,955
0.0% of portfolio
|
Q4 2022
Reduced 85.93%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
379
shares
|
$35,860
0.01% of portfolio
|
Q3 2025
Reduced 43.18%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
369
shares
|
$34,914
0.01% of portfolio
|
Q4 2024
Added 392.0%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
366
shares
|
$34,630
0.0% of portfolio
|
Q1 2023
Reduced 42.36%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
366
shares
|
$34,630
0.0% of portfolio
|
Q1 2023
Reduced 42.36%
|
|
|
Security National Bank
|
Oct 20, 2025 Q3 2025 |
360
shares
|
$34,063
0.01% of portfolio
|
Q1 2025
Reduced 99.89%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
348
shares
|
$32,927
0.01% of portfolio
|
Q4 2018
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
343
shares
|
$32,454
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
337
shares
|
$31,886
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
336
shares
|
$31,792
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
320
shares
|
$30,278
0.02% of portfolio
|
Q1 2024
Reduced 86.21%
|
|
|
Tower Trust & Investment CO
Davenport, IA |
Oct 10, 2025 Q3 2025 |
320
shares
|
$30,278
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
312
shares
|
$29,521
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
305
shares
|
$28,859
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Advantage Trust CO
Salina, KS |
Nov 03, 2025 Q3 2025 |
304
shares
|
$28,764
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Peoples Financial Services Corp.
|
Oct 28, 2025 Q3 2025 |
300
shares
|
$28,386
0.01% of portfolio
|
Q1 2019
Reduced 25.0%
|
|
|
Godsey & Gibb Associates
|
Oct 24, 2025 Q3 2025 |
300
shares
|
$28,386
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
297
shares
|
$28,102
0.01% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
295
shares
|
$27,912
0.0% of portfolio
|
Q3 2024
Reduced 9.23%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
256
shares
|
$24,222
0.0% of portfolio
|
Q1 2021
Reduced 70.16%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
247
shares
|
$23,371
0.02% of portfolio
|
Q2 2024
Reduced 50.99%
|
|